19 часов назад
Compliance Administrator (Fintech)
65 500 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Compliance Administrator (Retirement Fintech): Supporting client 401(k) plans through compliance testing, IRS form preparation, plan document amendments, and plan design consulting with an accent on ERISA compliance, retirement plan regulations, and annual reporting. Focus on interpreting complex plan provisions, calculating contributions, resolving compliance issues, and maintaining accurate filings for small and medium-sized business retirement plans.
Location: United States, Remote
Salary: $65,500–$80,000 per year, depending on the employee’s U.S. location, skills, and experience.
Company
is a high-growth fintech company making retirement benefits more affordable and accessible for employees of small and medium-sized businesses.
What you will do
- Prepare and review retirement plan compliance testing, including ADP/ACP, deductibility, top-heavy, 401(a)(4), 402(g), 410(b), and 415 testing.
- Review plan documents and advise clients on plan provisions and recommended plan designs.
- Prepare plan document amendments, notices, and annual contribution calculations, including new comparability calculations.
- Prepare and review Forms 5500, 5330, and 8955-SSA and ensure timely filing.
- Support Relationship Managers with compliance questions, problem-solving, and issue resolution.
- Assist auditors and maintain current knowledge of ERISA legislation and proposed regulatory changes.
Requirements
- 4+ years of progressive retirement plan experience, including at least 1 year in compliance testing and annual IRS reporting.
- Comprehensive understanding of plan documents and Form 5500 filings.
- Knowledge of ERISA and IRS regulations, with the ability to research solutions and interpret technical literature.
- Strong spreadsheet knowledge, mathematical aptitude, problem-solving ability, and communication skills.
- Ability to explain complex compliance issues to stakeholders at different organizational levels.
- Willingness to work toward an industry designation such as ASPPA or NIPA within the first 12 months.
Culture & Benefits
- Remote work with monthly work-from-home and quarterly lifestyle stipends.
- 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, immediate vesting, and no plan fees.
- Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
- Competitive paid time off and parental leave.
- Virtual social events and team offsites supporting collaboration and connection.
- Mission-driven environment focused on closing the retirement savings gap and improving financial security.
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